See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,913 | $89,355-81.1% | $141,162-88.0% | $72,985-76.8% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 31.75% | 111.85%-80.1pp | 71.39%-39.6pp | 81.00%-49.3pp |
| Employer contribution / active EE | $3,198 | $3,114+2.7% | $4,735-32.5% | $2,440+31.1% |
| Participant deferral / active EE | $5,808 | $5,418+7.2% | $6,709-13.4% | $3,607+61.0% |
| Admin fee / account holder | $1,694 | $5,958-71.6% | $10,261-83.5% | $5,124-66.9% |